Improve Quickbooks Intergration | Voters

Improve Quickbooks Intergration

completed

Cheryl Termo

The following needs to be pulled into Quickbooks:

salesperson
purchase order number
name of company or institution
type of job (embroidery, screen print, etc.)

February 12, 2020

Makenzie Hurd

marked this post as

completed

This is included under our SalesDoc updates.

The following fields have been added:

QuickBooks Online:

Company Name
Purchase Order
Discounts/Fees

Quickbooks Desktop:

Company Name
Custom Line Items
Reusable Services
Purchase Orders
Assignee
Discounts/Fees

Max Soucia

Also to paraphrase an old toothpaste commercial- I hate Stripe. Please add Intuit's merchant services card processing capabilities to checkout. QBO shows the full sale amount deposited and deducts the transaction fees as a separate action. So much easier than going thru every card sale and editing it so the deposit will match the sale.

Michael Wolf

marked this post as

in progress

Spiffy

YES, FIX THIS!! Takes hours to export our online store purchases. THIS IS AWEFUL. Our prior system just exported it to Quickbooks Online automatically at the end of each day AND it included the transaction fees from the credit card processor. Right now we have to wait for the clunky Inksoft export only being able to export 25 transactions at a time and then have to go to Stripe to get all the transaction fees recorded and batch them because that's how Stripe processes. This needs fixed ASAP. We save time on collecting online orders but HOURS to record all of the transactions on Quickbooks Online. ALSO, and maybe we have it set up wrong, but they don't come in to Quickbooks Online indicating how they were paid for: credit card, cash, check...they just all come in saying they were paid via credit card when they were not. Why have the cash/other payment method if it can't be recorded that way??? Please Please Please fix this

Sergio Garofalo

Just wondering if quickbooks Canada has been fixed so it actually works? Currently it does not export out to QBO

Ty Hadley

Merged in a post:

Quickbooks

Tyler Shoemaker

Improved QBO integration. Company name needs to be what is exported to Quickbooks. Sales tax does not need to be exported as Quickbooks calculates this automatically. Every item imported creates a new product/service in Quickbooks.

July 19, 2021

Courtney Mayers

marked this post as

under review

Al fattes

Yes, QB online integration needs help, such a lack of emphasis on accounting/transactional process with inksoft.

sarah riggins

Could I vote on this 100 times? We're currently using a 3rd party software to overcome the export issues.

Tyler Shoemaker

sarah riggins: What 3rd party software are you using?

sarah riggins

Tyler Shoemaker: https://www.transactionpro.com/